About The Firm

Our Experience

Douglas Lyons

Mr. Lyons has more than 25 years assisting clients by carefully listening and then partnering with his clients and their other advisors to arrive at the best strategy and solution to meet each client’s unique objectives.

His industry experience includes serving as the Executive Director of a national division of Private Wealth Consultants at UBS Financial Services.

This group provided advice to clients on issues including asset allocation, investment strategy, estate and retirement planning. Mr. Lyons was also a member of Merrill Lynch’s private wealth financial planning team where he provided sophisticated planning strategies for families, corporate executives and business owners.

Mr. Lyons has demonstrated his commitment to his profession by earning the financial industry's top two credentials: Chartered Financial Analyst (CFA®) and Certified Financial Planner™ (CFP®). He has also earned the Certified Divorce Financial Analyst™ (CDFA®), making him uniquely qualified to work with those impacted by divorce.

He is a Councilmember in his home town. He serves on the audit & compliance committee of Meridian Hospital as well as being a volunteer for Ocean Medical Center’s largest fund raiser. He is a member of the Government Relations committee of the NJ Financial Planning Association that is fighting for financial literacy in NJ schools. Mr. Lyons is also a private wealth committee member of the New York Society of Securities Analysts and CFA Institute member.